1040 tax technology solutions

Simplify tax workflows and expedite 1040 preparation with SurePrep

Ease the 1040 tax process from start to finish with this powerful platform, now part of the Thomson Reuters suite of comprehensive products

SurePrep offers 1040 tax solutions that integrate with your firm’s tax software

TaxCaddy

Connect taxpayers and tax professionals with the ultimate 1040 taxpayer collaboration software that streamlines communication, document gathering, questionnaires, e-signatures, tax payments, invoicing, and tax return delivery. This tax client portal allows you to eliminate the traditional organizer and consolidate the experience into a single, user-friendly app. 

Learn more about TaxCaddy

SPbinder

Easily manage digital workpapers with this intelligent digital binder solution. Organize client documents effortlessly, collaborate seamlessly across teams, and ensure data accuracy. SPbinder helps tax professionals facilitate an efficient review with tick marks, annotations, notes, and hyperlinked cross-references that work on all supported file types.

Learn more about SPbinder

1040SCAN

Use this industry-leading scan-and-populate solution to eliminate data entry, which processes 4 to 7 times more documents than alternatives. Save time and improve accuracy by bookmarking and organizing source documents into a standardized work paper index that follows the order of the tax return. 1040SCAN’s patented AI-powered technology automatically verifies data for 65% of standard documents.

Learn more about 1040SCAN

Outsource

Expand tax preparation capacity without increasing headcount. This year-round service offers a dedicated team of professionals to combat workload compression and fuel practice growth. Leverage AI-powered technology and rigorous quality control for accurate, timely returns. Enjoy seamless collaboration, transparent pricing, and flexible engagement models tailored to your firm's unique needs.

Learn more about Outsource

Experience the SurePrep 1040 process from start to finish from your team's perspective

Transform your practice with comprehensive tax solutions

Cost-effective technology

These powerful tax automation solutions offer significant value to tax professionals by eliminating time spent on data entry and organization, reducing workload compression during tax busy season, and streamlining document gathering by creating easier pathways for client collaboration through a mobile app.

Automated tax processes

Tap into the power of artificial intelligence and machine learning through SurePrep’s suite of mature products. Each product uses automation to increase efficiency and accelerate the 1040 tax preparation process for your team. AI and automation can also help with staffing concerns or shortages during peak tax season.

End-to-end streamlined solutions

From document collection to final review, streamline every step with enhanced accuracy and standardization. By automating data entry, organizing documents, and facilitating seamless collaboration, tax professionals can save time, reduce workload compression, improve client satisfaction, and allow staff to focus on high-value advisory services to increase firm profitability.

Hear what else tax professionals are saying about SurePrep products

“A lot of other options were designed for the tax professional and had very little adoption for that client. TaxCaddy is designed around the convenience of the client which saw much better adoption.”

Susan Theissen
Forvis

“With SPbinder, there’s more functionality for preparers to document what they’ve been doing and for reviewers to follow what they’ve done. I think it saves [reviewers] time being able to fully document everything in one spot.”

Liz Krause
McGowen Hurst Clark Smith

“By combining SurePrep’s technology with our own standardized processes and best practices, we effectively addressed some of the most pressing demands on today’s accounting and tax firms.”

Matt Becker
BDO

Frequently asked questions

SurePrep solutions integrate with CCH Axcess Tax, GoSystem Tax RS, Lacerte, and UltraTax CS. Only 1040SCAN ORGANIZE will work with any tax software.

Customers will still login using this existing portal. Thomson Reuters is dedicated to maintaining current product integrations, enhancements, and user experience. Customer support and the SurePrep help center will transition to Thomson Reuters environments with minimal interruption to customer experience through 2025.

The sureprep.com brand website will be retired in the Spring of 2025, with site visitors redirected from sureprep.com to Thomson Reuters SurePrep information.